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This article explains how to set up the basic configuration for the Latin American (LATAM) invoice layout when you print invoices.
Prerequisites
Before you complete the tasks in this article, the following prerequisites must be met:
The legal entity must have an address in a country/region that's within the LATAM localization.
The country/region-specific LATAM feature and the general feature must be enabled.
You must download the following Electronic reporting (ER) configurations from the Global repository:
- Invoice model
- Invoice Model LATAM
- FiscalDocumentsReport
- Country/region-specific ER configurations, such as FiscalDocumentReport(CL)
For more information, see Download ER configurations from the Global repository of Configuration service.
You must run the following two commands as an administrator from a PowerShell console.
cd C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask./DeployAllReportsToSsrs.ps1 -Module ApplicationSuite -PackageInstallLocation "C:\AosService\PackagesLocalDirectory"
Set up invoice layout printing
Go to Organization administration > Workspaces > Electronic reporting.
Select the country/region-specific ER configuration.
Configure the application-specific parameters so that they include the tax codes that the report will use to filter each transaction.
Go to Accounts receivable > Setup > Forms > Form Setup.
In the General section, select Print management to indicate to the launcher which format will be run.
Depending on the invoice that you want to print, select one of the options in the list, and select a value in the Destination Name field.
Note
To run a free text invoice format, enable the Use RDP-based model mapping for the Free text invoice report feature in the Feature management workspace.
To create a destination name, select the button next to the Destination Name field, create a record that has a name and format, and then enable the file option.
In the Report format field, select the layout format to use.
To configure project invoice formats, go to Project management and accounting > Setup > Forms > Forms setup, and repeat steps 5 through 8.
Go to the invoice journals or project invoice journal inquiry, and select a journal in the Invoice section. Then, on the Action Pane, select Document > View > Use print management to download the invoice layout report.